Paylocity MCP connector

• List List all Paylocity company info Get the Paylocity company record for the connected company (companyId, companyName, dba, ein, status, entityType, industryType, address, relationships). Returns one record; not paginated. The credential needs the Company Level Information API.
• Get Get single Paylocity company info by ID Get the company information (legal name, DBA, EIN, address, status) for one Paylocity Company ID.
• List List all Paylocity employees List employees (Employee Demographic API v1). Each page comes back as one record: totalCount plus an employees array of up to 20 employees (id, displayName, status, statusType, info, position, currentPayRate, futurePayRates). Truto sends the include default and follows Paylocity's nextToken cursor. Paylocity does not document where nextToken is returned, so paging past 20 is unverified.
• Get Get single Paylocity employee by ID Get one employee by Paylocity employee ID (Employee Demographic API v1): id, displayName, status, currentStatus, info, position, currentPayRate, futurePayRates. Paylocity marks include as required, so Truto sends info,position,status,payrate,futurePayrates unless you pass include.
• List List all Paylocity custom fields List custom field definitions for a category (category, label, type, isRequired, defaultValue, values). This is a WebLink API path called on the NextGen gateway with the NextGen token: it needs WebLink access and is unverified in production. Required: category (Paylocity documents only PayrollAndHR). Not paginated. Paylocity says not to use it for companies on Unlimited Custom Fields.
• List List all Paylocity work locations List the company's work locations (workLocationId, name, address1, address2, city, state, zip, county, countryCode, defaultCurrencyCode). Returns the full list in one call; not paginated.
• List List all Paylocity positions List position codes (code, title, effectiveDate, fte, flsaOvertimeExempt, supervisorPosition, eeoClass, workersCompensationCode, careerLevel, families). Paginated with limit/offset, up to 100 per page.
• List List all Paylocity deductions List the company's deduction codes (code, description, type, calculationCode, rate, amount, frequency, priority, isActive, wasUsedInPayroll). Paginated with limit/offset, up to 100 per page.
• List List all Paylocity earnings List the company's earning codes (code, description, type, calculationCode, rate, amount, frequency, rateCode, isActive, wasUsedInPayroll). Paginated with limit/offset, up to 100 per page.
• List List all Paylocity pay frequencies List the company's pay frequency codes (code, description, baseFrequency, blockWeek1 to blockWeek5, blockLastWeek, allowMakeup). They decide when an earning, deduction or agency code is applied. Returns the full list in one call; not paginated.
• List List all Paylocity taxes List the company's tax codes (code, description, type, ein, startDate, endDate, depositFrequency, isEmployeeTax, isActive, customFields, rules). Paginated with limit/offset, up to 100 per page.
• List List all Paylocity cost centers List Time and Labor cost centers, also called labor levels (id, costCenterId, level, code, name). Only companies on the Time and Labor module have them; payroll cost centers are in payroll-cost-centers. Paginated with limit/offset, up to 1000 per page.
• List List all Paylocity jobs List job codes (code, description, isActive, isCertified, payEntry, address, payrollBasedJournal). Optional filter on code, isActive, isCertified or payrollBasedJournal fields. Paginated with limit/offset, up to 100 per page.
• Get Get single Paylocity job by ID Get one job code; id is the job code. Returns code, description, isActive, isCertified, payEntry, address, payrollBasedJournal.
• Create Create a Paylocity job Create a job code. Body: code (required; up to 20 letters or digits, no spaces or special characters), description, isActive, isCertified, payEntry, address, payrollBasedJournal. Job codes must exist before payroll runs. Returns no content (Paylocity replies 200 with an empty body).
• Update Update a Paylocity job by ID Replace a job code; id is the job code. This is a full replacement (PUT): Paylocity sets every field you leave out to null or its system default, so send the complete job (read it with jobs.get, change it, send it all). The code itself comes from id and cannot change. Returns no content.
• Delete Delete a Paylocity job by ID Delete a job code; id is the job code. Paylocity recommends deactivating a code that was used in payroll (jobs.update) instead of deleting it, because deleting it can affect reports. Returns no content.
• List List all Paylocity company documents List company documents (documentId, displayName, receivedDate, uploadedDate, companyId). Metadata only; get the file with document-downloads.create. Filter by uploadedDate, uploadedDate.greaterThanOrEqualTo or uploadedDate.lessThanOrEqualTo. Paginated with limit/offset, 100 per page (Paylocity documents no maximum).
• List List all Paylocity employee documents List employee documents (documentId, employeeId, displayName, category, receivedDate, uploadedDate, companyConfidential, employeeConfidential). Metadata only; get the file with document-downloads.create. Filter by employeeId and uploadedDate (equals, greaterThanOrEqualTo, lessThanOrEqualTo). Paginated with limit/offset, 100 per page (Paylocity documents no maximum).
• List List all Paylocity employee earnings List an employee's active recurring earnings (id, code, frequency, recordType, rate, amount, units, calculationCode, rateCode, effectiveDate, beginCheckDate, endCheckDate, distribution). id is the record's resourceId for get, update and delete. Required: employee_id. Optional filter. Paginated with limit/offset, up to 250 per page.
• Get Get single Paylocity employee earning by ID Get one recurring earning record; id is its resourceId (the id from employee-earnings.list). Returns code, frequency, recordType, rate, amount, units, calculationCode, effectiveDate, distribution, limits. Required: employee_id, earning_code, id.
• Create Create a Paylocity employee earning Add a recurring earning to an employee (code, effectiveFrom, effectiveTo, calculationCode, rate, units, amount, frequency, rateCode, agency, distribution, limits). Returns the created record with its id. Required: employee_id. The spec marks no body field as required; its examples always send code, effectiveFrom, calculationCode and frequency.
• Update Update a Paylocity employee earning by ID Update one recurring earning record; id is its resourceId. The body takes the create fields except code (rate, units, amount, frequency, effectiveFrom, effectiveTo, distribution, limits and others); the spec examples send only the fields being changed. Required: employee_id, earning_code, id. Returns no content.
• Delete Delete a Paylocity employee earning by ID Delete one recurring earning record; id is its resourceId (the id from employee-earnings.list). Required: employee_id, earning_code, id. Returns no content.
• List List all Paylocity employee shifts List an employee's scheduled shifts (stackId, startDateTime, duration, positionKey, costCenters, shiftId, scheduleId, isPublished). breaks, segments and note are added with include. Required: employee_id. Optional filter on startDateTime or positionKey, and sort. Paginated with limit/offset, 100 per page.
• List List all Paylocity employees v 2 List employees with Employee Demographic API v2, an early-access beta Paylocity says not to rely on in production. Records have the sections contact, sensitive, workAuthorization, rates, employmentInformation, assignments, position, workLocation, status and timeLabor. Pick sections with fields; narrow with filter. Paginated with limit/offset, up to 20 per page.
• Get Get single Paylocity employees v 2 by ID Get one employee with Employee Demographic API v2 (early-access beta). Sections: contact, sensitive, workAuthorization, rates, employmentInformation, assignments, position, workLocation, status, timeLabor. id is the Paylocity employee ID; pick sections with fields.
• List List all Paylocity rate codes List the company's rate codes (code, description). Returns the full list in one call; not paginated.
• List List all Paylocity payroll cost centers List payroll cost centers grouped by level: each record is a level (id, level, description) with a costCenters array (id, code, name, isActive). Returns the full list in one call; not paginated. Time and Labor cost centers are in cost-centers.
• Update Update a Paylocity payroll cost center by ID Create or replace (upsert) a payroll cost center in a level. id is the cost center code, which is permanent once used; level is the level number. Body: name (required) and isActive. Returns no content (201 when created, 204 when replaced). Cost centers cannot be deleted; remove employees from one before deactivating it.
• List List all Paylocity pay grades List pay grades (code, description, minimum, midpoint, maximum, active, payGradeKey, payGradeCompanies). Paginated with limit/offset, up to 100 per page.
• List List all Paylocity worker compensation codes List workers' compensation codes (code, description, active, positionsAssigned, clientId). Paginated with limit/offset, up to 100 per page.
• List List all Paylocity employee deductions List an employee's active recurring deductions (id, code, type, rate, frequency, calculationCode, priority, recordType, effectiveDate, beginCheckDate, endCheckDate, limits). id is the record's resourceId for get, update and delete. Required: employee_id. Optional filter. Paginated with limit/offset, up to 250 per page.
• Get Get single Paylocity employee deduction by ID Get one recurring deduction record; id is its resourceId (the id from employee-deductions.list). Returns code, type, rate, frequency, calculationCode, priority, recordType, effectiveDate, limits, loan401K. Required: employee_id, deduction_code, id.
• Create Create a Paylocity employee deduction Add a recurring deduction to an employee (code, effectiveFrom, effectiveTo, calculationCode, rate, frequency, priority, note, agency, arrear, loan401K, costCenters, limits). Garnishments cannot be created here. Returns the created record with its id. Required: employee_id. The spec marks no body field as required; its examples always send code, effectiveFrom, rate, frequency, note and priority.
• Update Update a Paylocity employee deduction by ID Update one recurring deduction record; id is its resourceId. The body takes the create fields except code (rate, frequency, effectiveFrom, effectiveTo, note, priority, limits and others); the spec examples send only the fields being changed. Garnishments cannot be updated here. Required: employee_id, deduction_code, id. Returns no content.
• Delete Delete a Paylocity employee deduction by ID Delete one recurring deduction record; id is its resourceId (the id from employee-deductions.list). Required: employee_id, deduction_code, id. Returns no content.
• List List all Paylocity employee earnings by code List all of an employee's records for one earning code (id, code, frequency, recordType, rate, amount, units, effectiveDate, beginCheckDate, endCheckDate). Required: employee_id, earning_code. Returns the full list in one call; not paginated.
• List List all Paylocity employee deductions by code List all of an employee's records for one deduction code (id, code, type, rate, frequency, recordType, effectiveDate, beginCheckDate, endCheckDate). Required: employee_id, deduction_code. Returns the full list in one call; not paginated.
• List List all Paylocity employee bank accounts List an employee's direct deposit bank accounts (bankAccountId, bankName, accountNumber, routingNumber). Sensitive data. Required: employee_id. Returns the full list in one call; not paginated.
• Get Get single Paylocity employee bank account by ID Get one direct deposit bank account; id is its bankAccountId. Returns bankAccountId, bankName, accountNumber, routingNumber. Sensitive data. Required: employee_id, id.
• List List all Paylocity company shifts List scheduled shifts across the company (stackId, assignedTo, startDateTime, duration, positionKey, costCenters, shiftId, scheduleId, isPublished, isDeleted). breaks, draft, segments and note are added with include. Optional filter on startDateTime or positionKey, and sort. Paginated with limit/offset, 100 per page.
• List List all Paylocity open shifts List open (unassigned) shifts (stackId, quantity, startDateTime, duration, positionKey, costCenters, scheduleId, isPublished). breaks, note and claims are added with include. Optional filter on startDateTime or positionKey, and sort. Paginated with limit/offset, 100 per page.
• Create Create a Paylocity document download Create a temporary download URL for a company or employee document (documentId, downloadUrl, expiresIn). Required: document_id (from company-documents.list or employee-documents.list). No request body.
• Create Create a Paylocity punch detail Start a company punch detail operation for a time window (step 1 of 3). Body: relativeStart and relativeEnd, without time zone. Returns 202 Accepted with no response body; the Location response header holds the operation URL, whose last segment is the id for punch-detail-operations.get. Only one operation per company runs at a time (409 otherwise). Proxy API callers receive the header; MCP tool results do not include headers.
• List List all Paylocity punch details Get the punch data of a finished punch detail operation (step 3 of 3): one record per worked shift (employeeId, badgeNumber, relativeStart, relativeEnd, segments with punchType, durationHours, earnings, costCenters). Required: resource_id. Optional sort on relativeStart or relativeEnd. Paginated with limit/offset, up to 100 per page.
• Get Get single Paylocity punch detail operation by ID Get a punch detail operation's status (step 2 of 3): status (pending, running, succeeded, failed), created, lastUpdated, location, warnings, errors. id is the operation id. When status is succeeded, the last path segment of location is the resource_id for punch-details.list.
• List List all Paylocity employee punch details List one employee's punches for a time window (Punch Detail v2): one record per worked shift (employeeId, badgeNumber, relativeStart, relativeEnd, segments). Hours use four-decimal precision. Required: employee_id, relativeStart, relativeEnd (date-times without time zone, such as 2024-03-05T00:00:00). Returns the full list in one call; not paginated.
• Create Create a Paylocity pay entry batch Submit a payroll batch for a check date to Run Payroll (batchName, checkDate, payPeriodBeginDate, payPeriodEndDate, checkType, autoAcknowledge, mergeBatchId, payEntries). Returns 202 with fileName, timeImportFileTrackingId and status. Poll pay-entry-batches.get with timeImportFileTrackingId as the id.
• Get Get single Paylocity pay entry batch by ID Get the status of a submitted payroll batch; id is the timeImportFileTrackingId from pay-entry-batches.create. Returns fileName, timeImportFileTrackingId and status. Paylocity's text says the status response also reports creation time, a summary and validation errors, but the spec documents only these three fields.
• Create Create a Paylocity punch import Import employee punches into Time and Labor. Body: data, an array of up to 500 records (employeeId, date, time, recordType, hoursDollars, employeeNote, CC1 to CC15 cost center overrides). Only open pay periods accept punches, and the company's API file map must be the default. Returns 202 Accepted; the spec documents no response fields.

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